VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,334 | -83.0% | 71 | -82.4% | 0.02% | -83.2% |
| Q2 2023 | $114,033 | -73.4% | 403 | -76.6% | 0.10% | -73.7% |
| Q1 2023 | $429,287 | +9.8% | 1,721 | -6.2% | 0.36% | +5.6% |
| Q4 2022 | $391,059 | -99.9% | 1,835 | -17.4% | 0.34% | -23.5% |
| Q3 2022 | $475,396,000 | +71603.8% | 2,222 | -25.2% | 0.45% | -34.7% |
| Q2 2022 | $663,000 | -23.4% | 2,972 | -0.3% | 0.68% | +24.8% |
| Q1 2022 | $865,000 | +18.0% | 2,981 | +30.5% | 0.55% | +7.4% |
| Q4 2021 | $733,000 | -15.3% | 2,285 | -23.3% | 0.51% | -6.9% |
| Q3 2021 | $865,000 | +34.7% | 2,981 | +33.3% | 0.55% | +32.9% |
| Q2 2021 | $642,000 | +14.0% | 2,237 | +0.6% | 0.41% | -9.4% |
| Q4 2020 | $563,000 | -19.5% | 2,223 | -27.6% | 0.46% | -17.5% |
| Q3 2020 | $699,000 | +6.1% | 3,071 | -5.8% | 0.55% | +33.6% |
| Q2 2020 | $659,000 | -76.7% | 3,260 | -81.9% | 0.41% | -83.7% |
| Q1 2020 | $2,823,000 | -17.6% | 18,020 | -4.2% | 2.54% | -13.4% |
| Q4 2019 | $3,427,000 | +1.8% | 18,810 | -7.1% | 2.93% | +2.3% |
| Q3 2019 | $3,366,000 | +0.4% | 20,242 | -1.3% | 2.86% | -3.1% |
| Q2 2019 | $3,352,000 | -18.8% | 20,517 | -22.3% | 2.95% | -34.9% |
| Q1 2019 | $4,129,000 | +15.0% | 26,400 | -1.2% | 4.54% | -13.9% |
| Q4 2018 | $3,591,000 | – | 26,732 | – | 5.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
| Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
| Jentner Corp | 166,041 | $35,385,009 | 26.16% |
| Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
| Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
| Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
| Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
| Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
| Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
| TL Private Wealth | 138,969 | $30,019,995 | 17.50% |